Patriot Financial Group Insurance Agency’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 1961 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1966 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1994 |
|
|
2021
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 2092 |
|
|
2021
Q3 | $0 | Sell |
2
-22
| -92% | – | ﹤0.01% | 2266 |
|
|
2021
Q2 | $6K | Hold |
24
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 1583 |
|
|
2020
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q2 | $5K | Buy |
24
+19
| +380% | +$3.96K | ﹤0.01% | 1201 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1514 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1252 |
|
|
2019
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 1366 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1190 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1292 |
|